Getting Started with Revise with AI

Summary

This articles will help admin users turn on AI Revisions for their security roles, and help TDNext and TDClient users understand how to use AI Revisions.

Body

Setting up Revise with AI

Revise with AI enables users to revise text for grammar, clarity, and conciseness, anywhere that rich text editors exist throughout Work Management and the Client Portal.

Revise with AI needs to be enabled at the Organization level in TDAdmin before it can be turned on at the Ticketing Application level.

This article covers the following topics:

  • Where to Find This
  • Enabling Revise with AI
  • Using AI Revisions
  • Security

Where to Find This

This feature appears in TDAdmin, Work Management, and Client Portal interfaces.

  • TDAdmin (To turn feature on) 
    • Details > Edit > Enable AI Features
    • Users & Roles > Security Roles > [Select Security Role]
  • Work Management (TDNext)
    • Any rich text editor
  • Client Portal (TDClient)
    • Any rich text editor

Enabling Revise with AI

AI Revisions will be defaulted OFF at the Organization level, and OFF for all security roles

To enable Revise with AI at the Organization level:

  1. From the Details section of the TDAdmin homepage, click Edit.
  2. Below the URL field, enable the Enable AI Features setting.
  3. Click Save once you have reviewed the linked information regarding AI Ticket Summaries. *Please note that enabling AI Features here will also enable the AI Ticket Summaries setting to display at the Ticketing Application level. This feature will be OFF by default.

To enable AI Revisions for a security role:

  1. In TDAdmin, select Users & Roles in the left navigation.
  2. Select Security Roles
  3. Select a Security Role or select + New
  4. Select 'Allow user to use Revise with AI'
  5. Select Save

Using Revise with AI

  • Users can utilize Revise with AI to revise all of the text within a rich text editor by clicking the 'Revise with AI' button located in the toolbar. They will then be presented with a window to preview their revised text, which they can choose to accept or further refine.
  • Users can also revise a portion of their text by highlighting the desired portion, then clicking the 'Revise with AI' button.

Security

  • Revise with AI uses AI to suggest improvements to the quality of text data. 
  • Using Revise with AI leverages AI which does not store your data or use your data for training new models. Your data is yours.  
  • The data used to generate Revise with AI is handled securely just like the rest of your TeamDynamix data.